Financial Strategies Inc.
Fee-Only Financial Advisor serving the Brookfield, WI area.
Jim and his wife Lynn have two daughters. In his leisure time, he enjoys jogging, canoeing, and wilderness camping. Jim is also very active in his church.
James Cantrell is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
We do this by acting as their personal wealth advisor. Using a consultative process, we spend the time to discover their financial situation, goals, challenges, and values, and then we design solutions to help them achieve financial success.
Our mission is to provide sound, practical, advanced financial planning integrated with structured, disciplined investment management services.
We conduct our business with the highest ethical standards and uncompromising integrity in order to develop long-term relationships.
Our clients are our central focus. We treat them with honesty, respect, fairness, and appreciation at all times.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
James Cantrell is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
James Cantrell is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
James Cantrell is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact James Cantrell
13555 Bishops Court
Brookfield, WI 53005